Overview of Resources


Open Architecture Platform.

Because Ulrich Investment Consultants utilizes an open architecture platform, we are not limited to any one institution’s offerings. The advice and guidance we offer is totally objective and independent. This allows us to avoid conflicts of interest and act solely on behalf of our clients. In addition, open architecture enables us to utilize resources across the full range of products, services and professionals. This gives us complete flexibility in our investment structuring process, and allows us to engage top-flight investment specialists who we feel are best positioned to achieve excess returns for our clients.

Just as important, leveraging a range of top-tier relationships helps us to negotiate better pricing for our clients. Since cost has direct bearing on returns, it is in our clients’ best interests to minimize them.